Top financial advisors in Des Plaines, IL
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
You might seek a financial advisor in Des Plaines, IL when you're planning for retirement income without state tax but facing high property taxes. A common mistake is overlooking how local tax nuances affect your overall financial plan.
- Retirement income planning. Confirm how they factor in Illinois' lack of state tax on retirement income alongside property tax impacts.
- Property tax strategies. Ask about approaches to manage or mitigate high local property taxes within your budget.
- Experience with local regulations. Ensure they understand Illinois-specific tax rules and how these influence your investment and withdrawal choices.
- Holistic cash flow management. Check if they integrate property tax obligations into your broader retirement spending plan rather than treating it separately.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
-
Candace V
CFA®, Series 63
Des Plaines, IL
William Blair
Candace Vondra's 23 years of experience and CFA® designation equip her to navigate Illinois' unique tax landscape, including retirement income planning and property tax considerations. At William Blair, she leverages a large firm's active, research-driven investment approach and access to private funds, offering tailored wealth management services that may differ from smaller firms or less specialized advisors in Des Plaines.
Experience: 24 years
Avg account: $1,492,448
-
Nancy M
Series 66
Schaumburg, IL
Fidelity
Nancy Morales Calara offers expertise in general retirement planning and wealth management, supported by six years of industry experience and a Series 66 designation. Working at Fidelity, a large firm, she brings a client-focused approach that emphasizes understanding unique financial situations, which may help address the complexities of Illinois' tax environment and property tax challenges in Des Plaines.
Experience: 6 years
Avg account: $234,793
-
Nancy S
Series 63, Series 65
Des Plaines, IL
UBS Financial Services
Nancy Szymula's 39 years of experience and focus on general retirement planning and cash flow budgeting make her well-equipped to address retirement income and property tax challenges in Des Plaines, IL. Working with UBS Financial Services, a large firm offering proprietary research and model-based asset allocations, she serves high-net-worth clients including executives and business owners, providing tailored strategies that integrate local tax considerations into comprehensive financial plans.
Experience: 40 years
Avg account: $693,691
-
Krzysztof G
CFP®, Series 66
Des Plaines, IL
Prosperifi LLC
Krzysztof Garlewicz offers retirement income planning in Des Plaines, IL, with expertise in real estate investing and annuities, which can help address high local property taxes. As a CFP® with 18 years of experience, he provides flat-fee financial planning and pension consulting through Prosperifi LLC, serving high-net-worth clients with discretionary portfolio management and alternative investment strategies.
Experience: 18 years
Avg account: $839,360
-
Michal W
Series 63, Series 66
Des Plaines, IL
J.P. Morgan Securities
Michal Walaszek at J.P. Morgan Securities in Des Plaines, IL, offers wealth management services with six years of experience and holds Series 63 and 66 licenses. His firm’s large institutional consulting capabilities and a 0.30% annual AUM fee provide a structured approach that may help address local tax nuances and retirement income planning compared to smaller firms or different fee models.
Experience: 6 years
Avg account: $318,381
Want help finding the right advisor?
Answer a few questions to see advisors matched to you.
Specialized advisors
People also searched
Popular in Des Plaines, IL
Find advisors by type
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)